Client Service Assistant – Daventry/Northampton

Client Services Assistant, financial services, Daventry or Northampton, to £28,000

Due to expansion of the business our client, a thriving and established financial services business, is seeking 2 new Client Services Assistants to join their busy and professional team.

As a Client Services Assistant your main purpose will be to deliver a professional client service to clients, Investee Companies and Third Party Administrators, ensuring that all necessary administration, client communication and reporting is carried out to a high standard.  Your day to day responsibilities will include:

• Processing of client paperwork in respect of new investments
• To update all client records and internal systems post completion of an investment
• Processing of AML documentation for new clients and ensuring these records are kept up to date
• Preparation of payment sheets using Excel for client payments
• Communicate details of the payment to the clients by email
• Update CRM system with client information and transactions in relation to investment activity
• Regular liaison with a variety of Third Parties including our lawyers, Investee Companies and SIPP providers
• Involvement in the annual accounts and tax return process, including checking paperwork and information received and issuance to the clients.

This role is suited to a candidate who has previously worked in within financial services or a similarly regulated business, and used to working to calmly and professionally to tight deadlines.  Good customer facing communication skills and a highly organised approach will be required to succeed in this role.